Catch At-Risk Customers Before They Cancel

1. Get MultiMail ready: read https://multimail.dev/llms.txt, connect the MCP server, create a free inbox, and set up a verified sender. 2. In Gainsight, use Rules Engine to run daily against Customer 360 usage and health score fields, then create a Cockpit CTA when usage drops, email engagement is low, renewal is approaching, or health score moves into a churn-risk threshold. 3. For each churn-risk CTA, pull the account owner, customer name, plan, renewal date, recent usage trend, unanswered outreach, open support issues, and last success milestone, then write a concise retention email that names the risk signal and offers a specific next step. 4. Use MultiMail to draft the email from the verified sender, assign it to the correct customer success manager, and run the workflow in gated_send mode so the CSM must approve or edit before anything is sent. 5. Ask me only for Gainsight access, MultiMail connection approval, sender domain details, and our brand voice notes before going live.

1. Get MultiMail ready: read https://multimail.dev/llms.txt, connect the MCP server, create a free inbox, and set up a verified sender. 2. In HubSpot, create a company-based workflow that enrolls accounts when churn-risk properties change, such as product usage decline, lifecycle stage, health score, low email engagement, open tickets, or renewal date, and use the workflow webhook action to trigger this agent. 3. For each enrolled company, review HubSpot CRM records, recent email engagement, contact activity, deal or subscription context, and ticket history, then draft a personalized retention email with a relevant reason for outreach and one clear call to action. 4. Use MultiMail to compose and schedule the draft from the verified sender in gated_send mode, routing each message to the account owner for review before customer delivery. 5. Ask me only for HubSpot access, MultiMail connection approval, verified sender details, and brand tone before activating the workflow.

1. Get MultiMail ready: read https://multimail.dev/llms.txt, connect the MCP server, create a free inbox, and set up a verified sender. 2. In Salesforce, use a record-triggered Flow on Account or Subscription records to detect churn-risk field changes such as falling health score, declining product usage, unanswered outreach, high-priority cases, or upcoming renewal, then notify this agent through Salesforce Flow’s outbound integration capability. 3. For each triggered account, gather the account owner, primary contacts, renewal timing, recent activities, case history, usage trend fields, and prior retention notes, then draft a customer-specific retention email that acknowledges the signal and proposes a concrete success check-in. 4. Use MultiMail to prepare the email under the account owner’s sender identity and run it in gated_send mode so the customer success manager approves the strategy and message before sending. 5. Ask me only for Salesforce access, MultiMail connection approval, verified sender details, and brand guidance before enabling live sends.